Signals

← Signals

☆DFIC

722 in-universe funds with a nonzero position in DFIC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#29
Score / z6.048 / 7.26
Consensus297.81 over 485 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,545.5 1.9% 5 -0.1 pp -0.0 pp +0.0 pp -0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 613.6 7.9% 5 -0.3 pp +0.5 pp +0.5 pp +0.3 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 227.0 11.7% 5 -0.5 pp -0.3 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 222.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 185.3 4.5% 5 -0.2 pp +0.2 pp +0.5 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 179.3 2.5% 5 -0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 167.5 9.3% 4 -0.4 pp -0.2 pp +4.8 pp +9.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 161.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 157.1 13.8% 1 +13.8 pp +13.8 pp -0.9 pp -2.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 147.8 10.4% 5 -0.5 pp -0.6 pp -0.4 pp -0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 147.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 145.5 3.6% 5 -0.2 pp +0.3 pp +1.3 pp +1.8 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 135.6 10.9% 5 -0.4 pp -0.2 pp +0.3 pp -0.9 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 134.3 15.3% 5 -0.9 pp -1.3 pp -0.7 pp -1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 127.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 126.2 3.5% 4 +0.0 pp -0.8 pp -0.7 pp +3.5 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 118.6 4.7% 5 -0.3 pp -0.1 pp +3.4 pp +3.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 116.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 111.2 5.7% 5 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 99.2 1.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 96.2 0.4% 5 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 95.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 93.7 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 91.8 6.7% 5 +0.0 pp +0.4 pp +0.9 pp +1.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 91.7 5.8% 5 -0.2 pp +0.1 pp +0.5 pp +0.7 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 88.7 19.6% 5 -0.4 pp +0.2 pp +1.1 pp +1.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 88.0 13.1% 5 -0.6 pp -0.5 pp -0.5 pp -0.6 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 87.6 7.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 87.3 12.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 83.3 1.6% 5 +0.0 pp -0.5 pp -0.6 pp -2.5 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 83.0 9.6% 2 -0.5 pp +9.6 pp +9.6 pp +9.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 82.8 1.5% 7 -1.6 pp -1.0 pp -0.0 pp -0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 82.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 81.1 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 80.1 14.3% 5 -0.4 pp -0.3 pp +0.1 pp -0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 77.1 8.4% 5 -0.1 pp +0.1 pp +0.2 pp -0.3 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 75.9 16.5% 5 -0.8 pp -0.3 pp +0.2 pp +0.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 75.5 7.7% 5 -0.3 pp -0.6 pp -0.5 pp -0.6 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 73.6 4.6% 5 -0.2 pp +0.1 pp +4.6 pp +4.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 71.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 66.1 4.2% 5 -0.3 pp -0.3 pp -0.6 pp -1.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 62.4 0.5% 5 +0.2 pp +0.1 pp +0.3 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 62.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 61.2 19.4% 2 -0.1 pp +19.4 pp +19.4 pp +19.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 61.1 1.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 60.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 60.6 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 60.6 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 60.4 0.6% 5 -0.1 pp -0.0 pp -0.2 pp -0.5 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 60.2 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 58.9 10.9% 5 +0.0 pp +0.4 pp +1.3 pp +2.1 pp
☆Kooman & Associates CIK 0001961850 0.724 56 57.3 15.4% 5 -1.3 pp -0.9 pp -0.6 pp -0.8 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 56.8 56.1% 7 +0.3 pp +0.6 pp -0.5 pp -0.3 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 56.7 9.6% 5 -0.3 pp -0.4 pp -0.1 pp -0.5 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 55.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 52.8 12.9% 5 -0.5 pp -0.1 pp +2.0 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 52.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 52.1 9.5% 5 -0.4 pp -0.4 pp -0.2 pp -0.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 51.7 5.1% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 50.9 10.4% 5 -0.3 pp -0.8 pp +3.5 pp -0.5 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 48.6 13.7% 5 -0.5 pp -0.6 pp -0.3 pp -0.6 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 47.6 17.6% 5 -0.5 pp -0.6 pp -0.6 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 47.3 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 46.1 5.4% 7 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 46.0 13.1% 5 -0.4 pp -0.5 pp -0.3 pp -0.7 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 45.3 8.5% 5 +0.5 pp +0.4 pp +0.0 pp -0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 44.2 12.3% 5 -0.3 pp -0.1 pp +0.0 pp +0.2 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 44.1 9.8% 5 -0.6 pp +0.0 pp +2.6 pp +2.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 43.3 2.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 42.7 10.2% 5 -0.4 pp -0.2 pp +0.2 pp +0.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 42.4 9.1% 5 -0.4 pp +0.2 pp +0.8 pp +1.6 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 42.3 10.1% 5 -0.4 pp -0.5 pp -0.7 pp -1.7 pp
☆American Trust CIK 0001905128 0.729 334 42.3 3.3% 3 -0.2 pp +0.4 pp +3.3 pp +3.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 41.9 13.9% 5 -0.3 pp -0.4 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 41.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 40.0 9.9% 5 -0.4 pp +0.3 pp +0.7 pp +0.7 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 39.7 22.7% 5 -1.4 pp -1.2 pp -1.6 pp -1.2 pp
☆Trust Co of the South CIK 0002008165 0.815 146 39.7 5.6% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 39.6 9.2% 5 -0.7 pp +0.0 pp +0.6 pp -0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 39.5 10.6% 5 -0.2 pp +1.2 pp +2.1 pp +2.8 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 39.2 3.6% 5 -0.4 pp -0.4 pp -1.0 pp -1.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 39.2 18.3% 5 -0.4 pp -1.5 pp -0.5 pp -2.6 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 39.1 1.1% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 38.1 6.2% 5 -0.6 pp -0.2 pp +0.0 pp +0.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 38.0 4.1% 4 +1.8 pp +2.9 pp +3.7 pp +4.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 37.6 5.0% 5 -0.2 pp -0.0 pp +0.1 pp +0.3 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 36.8 8.3% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 35.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 34.6 8.5% 5 -0.5 pp -0.2 pp -0.1 pp -1.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 33.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 32.8 11.0% 5 -0.5 pp -0.6 pp +0.3 pp +0.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 32.7 3.4% 3 -0.5 pp -0.5 pp +3.4 pp +3.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 32.6 9.1% 3 -0.1 pp -0.3 pp +9.1 pp +6.5 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 31.8 6.6% 5 +0.0 pp +0.6 pp +1.5 pp +3.5 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 31.7 9.8% 4 -0.3 pp +0.2 pp +2.5 pp +9.8 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 31.0 1.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 31.0 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 31.0 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 30.8 15.2% 2 +0.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 30.6 0.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.5 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 30.5 4.3% 5 -0.2 pp -0.1 pp +0.0 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 29.2 2.0% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 28.9 0.2% 2 -0.5 pp +0.2 pp +0.2 pp -0.9 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 28.6 4.7% 5 +0.1 pp +0.5 pp +0.7 pp +0.9 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 28.5 16.5% 5 -0.5 pp +0.2 pp +0.4 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 28.3 7.5% 5 -0.3 pp +0.4 pp +1.2 pp +1.7 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 28.0 7.2% 5 -0.4 pp -0.5 pp -0.6 pp -0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 27.0 2.4% 5 -0.5 pp +0.4 pp +2.1 pp +2.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 27.0 0.3% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 26.9 8.5% 7 +0.3 pp +2.1 pp +1.6 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 25.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 25.5 1.4% 5 -0.4 pp -0.7 pp -0.7 pp -1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 25.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 25.3 1.3% 5 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 24.6 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 24.6 9.1% 6 -0.4 pp -1.0 pp -1.2 pp -1.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 24.2 0.8% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 24.0 3.6% 5 -0.3 pp -0.6 pp -0.6 pp -0.6 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 23.7 6.6% 3 +4.9 pp +6.5 pp +6.6 pp +6.6 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 23.3 17.6% 5 -0.4 pp -0.8 pp -0.8 pp -1.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 23.2 13.1% 5 -0.8 pp -0.6 pp -0.4 pp -0.7 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 22.8 2.0% 5 +0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 22.5 3.7% 5 -0.2 pp -0.0 pp +0.2 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 21.8 8.2% 5 -0.7 pp -0.7 pp -0.3 pp -0.4 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 21.8 10.8% 5 +0.1 pp +0.8 pp +1.7 pp +0.7 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 21.5 5.0% 5 -0.4 pp -0.5 pp -0.4 pp -1.2 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 21.4 2.0% 5 -0.4 pp -0.7 pp -1.3 pp -1.8 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 21.3 3.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 21.2 8.1% 4 +0.4 pp +2.1 pp +4.6 pp +8.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.1 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 21.1 4.3% 5 +0.1 pp +0.5 pp +1.0 pp +0.8 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 21.0 7.2% 5 -0.9 pp -0.8 pp -0.5 pp -0.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 21.0 8.2% 5 -0.3 pp -0.7 pp -0.1 pp -0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 20.6 10.8% 5 -0.5 pp -0.3 pp +0.1 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 20.4 2.6% 5 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 19.8 10.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 19.8 6.2% 5 -0.1 pp -0.5 pp +0.0 pp -0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 19.8 8.9% 5 -0.4 pp -0.5 pp -0.6 pp -0.8 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 19.8 2.7% 5 -0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 19.8 2.4% 3 -0.2 pp +1.8 pp +2.4 pp +2.4 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 19.3 6.0% 5 -0.4 pp +0.0 pp +0.2 pp +1.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 19.3 1.0% 4 -0.0 pp -0.2 pp -1.2 pp +1.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 19.2 1.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 19.1 7.3% 5 -0.3 pp -0.3 pp +0.2 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 19.0 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 18.5 5.3% 5 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 18.5 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 18.0 5.8% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 17.8 4.2% 5 -0.0 pp -0.2 pp +0.4 pp +0.7 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 17.2 6.8% 5 -0.3 pp -0.1 pp -0.0 pp +0.2 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 17.1 8.0% 5 -0.4 pp -0.5 pp -0.4 pp -0.8 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 17.1 5.7% 5 +0.2 pp +0.6 pp +1.1 pp +1.5 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 16.9 8.3% 5 -0.4 pp -0.7 pp -1.0 pp -1.9 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 16.2 2.3% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 16.1 3.6% 5 -0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.6 1.9% 5 +0.0 pp -0.0 pp -0.2 pp -0.4 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 15.5 4.4% 1 +4.4 pp -0.2 pp +0.1 pp +0.2 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 15.3 7.2% 5 -0.4 pp -0.4 pp -0.2 pp +0.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 15.3 1.2% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 15.0 3.2% 6 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 15.0 4.0% 5 -0.4 pp -0.5 pp -0.7 pp -1.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 14.9 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 14.5 5.7% 5 -0.5 pp -0.4 pp -0.3 pp -0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 14.4 4.4% 5 -0.2 pp -0.7 pp -0.8 pp -0.9 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 14.3 8.4% 5 -0.7 pp +0.0 pp +0.2 pp +0.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 14.3 4.6% 7 +0.3 pp +1.0 pp +1.4 pp +1.6 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 14.2 5.9% 4 -1.7 pp -1.5 pp -1.5 pp +5.9 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 14.1 9.2% 5 -0.4 pp -0.6 pp -0.7 pp -0.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 14.1 1.4% 5 -0.3 pp +0.1 pp +0.1 pp -0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 13.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 13.7 3.1% 5 -0.4 pp -0.2 pp -0.2 pp -0.4 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 13.7 2.4% 5 -0.3 pp -0.4 pp -2.2 pp -2.3 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 13.5 4.9% 5 +0.0 pp +1.2 pp +1.7 pp +1.8 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 13.2 4.8% 5 -0.3 pp +0.2 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 12.7 9.9% 2 -0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.7 4.8% 5 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 12.6 1.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 12.5 3.4% 5 -0.5 pp -0.7 pp -1.2 pp -1.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.8 0.3% 5 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 11.4 5.4% 5 -0.2 pp +0.8 pp +0.7 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 11.3 4.1% 5 +0.0 pp +0.6 pp +0.7 pp +1.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 11.0 6.0% 5 -0.4 pp -0.2 pp -0.8 pp -1.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 10.9 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 10.8 0.5% 5 -0.3 pp -0.2 pp -0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 10.3 1.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 9.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 9.8 8.3% 2 -0.4 pp +8.3 pp +8.3 pp +8.3 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 9.7 6.5% 5 -1.1 pp -1.0 pp -0.5 pp -0.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 9.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 9.5 2.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 9.4 5.6% 4 +0.2 pp +3.4 pp +5.2 pp +5.6 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 9.3 6.1% 4 -0.7 pp -0.3 pp +0.0 pp +6.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 9.2 4.7% 5 -0.3 pp -0.5 pp -0.6 pp -0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 9.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 8.7 2.1% 2 +1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 8.6 2.8% 5 -0.2 pp -0.1 pp +0.0 pp -0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 8.2 5.1% 5 -0.7 pp -0.7 pp +1.0 pp +1.0 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 8.1 6.1% 2 -0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 7.7 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 7.6 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 7.6 3.2% 5 -0.5 pp -0.5 pp -0.6 pp -0.8 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 7.6 6.1% 5 -0.6 pp -0.7 pp -0.7 pp -1.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 7.5 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 7.3 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 7.2 1.8% 5 -0.1 pp +0.1 pp +0.6 pp +0.9 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 7.1 5.0% 2 +0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 6.8 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.8 4.1% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.5 0.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 6.4 3.4% 2 -1.1 pp +3.4 pp +3.4 pp +3.4 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 6.4 0.4% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 6.3 1.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 6.2 3.6% 5 -0.2 pp +0.5 pp +0.8 pp +1.3 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.2 1.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.7 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.2 2.4% 5 +0.2 pp +1.0 pp +1.3 pp +1.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 6.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 6.1 5.6% 2 -5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 6.1 0.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 6.0 2.3% 7 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 6.0 1.7% 5 +0.2 pp +0.5 pp +0.8 pp +1.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 5.9 2.9% 6 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 5.9 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 5.8 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 5.8 2.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 5.7 0.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 5.7 3.9% 5 -0.1 pp +0.7 pp +1.4 pp +2.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.7 2.5% 5 +0.1 pp +0.2 pp +0.2 pp -0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.6 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 5.4 2.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 5.4 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 5.3 0.5% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 5.0 2.3% 2 +1.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 4.8 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 4.5 0.6% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 4.4 1.8% 5 -0.3 pp -0.5 pp -0.5 pp -0.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 4.3 2.3% 5 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 4.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.3 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.2 2.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 4.0 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.7 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 4.0 1.0% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 4.0 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.9 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 3.8 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.6 1.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 3.6 0.9% 3 +0.4 pp +0.8 pp +0.9 pp +0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 3.5 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 3.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3.3 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.2 1.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.1 1.5% 6 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 3.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 3.0 1.6% 4 +0.2 pp +0.3 pp +0.3 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 2.9 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆LAWOOD & CO CIK 0002109484 0.128 95 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.9 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.8 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 2.6 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 2.6 0.8% 1 +0.8 pp +0.8 pp -0.0 pp +0.8 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.6 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 2.6 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 2.6 1.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 2.5 1.4% 3 -0.2 pp +1.2 pp +1.4 pp +1.4 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 2.5 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 2.4 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.3 2.0% 4 +0.5 pp +1.7 pp +1.7 pp +2.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 2.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 2.3 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 2.2 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 2.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.1 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.1 1.0% 4 +0.0 pp +0.1 pp +0.5 pp +1.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.1 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 2.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 1.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.9 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.8 2.3% 5 -0.3 pp +0.2 pp +0.3 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.7 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.6 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 1.6 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.6 0.9% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆25 LLC CIK 0001968777 0.795 80 1.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.5 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.5 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.5 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 1.5 1.5% 5 +0.8 pp +1.0 pp +0.9 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.4 0.2% 5 -0.0 pp -0.2 pp -0.0 pp -0.1 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 1.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.2 0.1% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.1 0.2% 6 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.1 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 1.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.9 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 0.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.8 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.7 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.6 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.6 0.4% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.5 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.5 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Advisers, LLC CIK 0002042930 0.778 44 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.3 0.1% 1 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -11.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -16.1 pp -16.5 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -1.5 pp -1.5 pp -1.5 pp -1.5 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.6 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 pp -1.8 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.5 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -1.6 pp -2.4 pp -2.6 pp -2.5 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp -1.3 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 -1.2 pp -1.1 pp -1.5 pp -1.4 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.0 0.0% 0 -0.4 pp -0.7 pp -0.8 pp -0.9 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -5.4 pp -5.4 pp -5.3 pp -5.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFIC). Qtrs Held counts distinct quarters this fund has actually held DFIC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIC position size. Δ columns are the percentage-point change in DFIC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status